Institutional Ownership Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD). We have compiled data on the 2,005 institutions that hold shares in the stock, with a total of 915 Million shares, which have been reported (via 13F filing form) to have a value of $24.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
173,844
shares
|
$4.71 Million
0.94% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
173,689
shares
|
$4.71 Million
2.77% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
173,627
shares
|
$4.7 Million
0.15% of portfolio
|
Q4 2024
Added 198.63%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
May 14, 2025 Q1 2025 |
172,822
shares
|
$4.68 Million
1.32% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
172,558
shares
|
$4.67 Million
0.27% of portfolio
|
Q2 2025
Added 7.94%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
171,754
shares
|
$4.65 Million
3.71% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
171,511
shares
|
$4.65 Million
0.27% of portfolio
|
Q1 2025
Reduced 25.22%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
169,954
shares
|
$4.6 Million
0.55% of portfolio
|
Q1 2025
Added 110.45%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
169,455
shares
|
$4.59 Million
2.56% of portfolio
|
Q2 2025
Added 41.0%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
168,527
shares
|
$4.57 Million
1.38% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
167,988
shares
|
$4.55 Million
0.01% of portfolio
|
Q1 2025
Reduced 25.35%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
167,167
shares
|
$4.53 Million
2.54% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
166,576
shares
|
$4.51 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
166,142
shares
|
$4.5 Million
0.52% of portfolio
|
Q1 2024
Reduced 2.57%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
166,047
shares
|
$4.5 Million
1.85% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
165,794
shares
|
$4.49 Million
3.09% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
164,829
shares
|
$4.47 Million
0.53% of portfolio
|
Q1 2025
Added 70.26%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
163,836
shares
|
$4.44 Million
1.31% of portfolio
|
Q2 2025
Reduced 15.39%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
163,055
shares
|
$4.42 Million
0.4% of portfolio
|
Q2 2025
Reduced 13.5%
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
162,105
shares
|
$4.39 Million
0.66% of portfolio
|
Q2 2025
Reduced 8.56%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
161,948
shares
|
$4.39 Million
0.79% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
161,626
shares
|
$4.38 Million
0.31% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
161,372
shares
|
$4.37 Million
0.19% of portfolio
|
Q1 2025
Reduced 7.82%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
160,910
shares
|
$4.36 Million
0.23% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Cutler Investment Counsel LLC
|
May 08, 2025 Q1 2025 |
160,620
shares
|
$4.35 Million
0.55% of portfolio
|
Q1 2025
Reduced 4.45%
|